# Trustees Of Sheet Metal Workers Int'L Association Local No. 73 DC Plan
Source: https://planprovider.pro/companies/trustees-of-sheet-metal-workers-int-l-association-local-no-73-205002115-003

> Trustees Of Sheet Metal Workers Int'L Association Local No. 73's DC plan: 1,739 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees Of Sheet Metal Workers Int'L Association Local No. 73

- **Sponsor EIN:** 205002115

- **Sponsor Address:** 4530 ROOSEVELT ROAD, HILLSIDE, IL, 60162

- **Plan Type:** DC

- **Plan Number:** 003

- **Total Participants:** 1,739

- **Total Assets:** $707.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1,739|$707.5M|$40.0M|$0|

| 2023|1,764|$653.0M|$40.2M|$0|

| 2022|2,190|$560.3M|$39.9M|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| STRATEGIC ADVISORS, INC.|Investment Advisor|$123,099|—|$123,099|

| LEGACY PROFESSIONALS LLP|Auditor|$54,132|—|$54,132|

| MARQUETTE ASSOCIATES, INC|Other Service Provider|$40,000|—|$40,000|

| MAGALY NAVA|Other Service Provider|$34,146|—|$34,146|

| GREGORIO, STEC, KLEIN & HOSE|Other Service Provider|$32,156|—|$32,156|

| FIDELITY INVESTMENTS INSTL OPS|Recordkeeper|$31,548|—|$31,548|

| SEGAL SELECT INSURANCE SERVICES|Other Service Provider|$14,415|—|$14,415|

| BRIDGEWAY BENEFIT TECHNOLOGIES|Other Service Provider|$10,754|—|$10,754|

| CALIBRE CPA GROUP, LLC|Auditor|$9,358|—|$9,358|

| RICHARD WOLF & CO|Other Service Provider|$7,941|—|$7,941|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — Investment Advisor

- [LEGACY PROFESSIONALS LLP](https://planprovider.pro/provider/legacy-professionals-llp) — Auditor

- [FIDELITY INVESTMENTS INSTL OPS](https://planprovider.pro/provider/fidelity-investments) — Recordkeeper

- [CALIBRE CPA GROUP, LLC](https://planprovider.pro/provider/calibre-cpa-group-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $357,549

- **Estimated Expense Ratio:** 0.051% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$556,514|$194,647|—|$24,850|—|

| 2023|$651,230|$218,520|—|$24,488|—|

| 2022|$746,112|$230,412|—|—|$105,797|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustees-of-sheet-metal-workers-int-l-association-local-no-73-205002115-003)

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